Institutional Ownership Dimensional ETF Tr Us Marketwi (DFUV)
This table provides information about the institutional ownership of Dimensional ETF Tr Us Marketwi (DFUV). We have compiled data on the 740 institutions that hold shares in the stock, with a total of 279 Million shares, which have been reported (via 13F filing form) to have a value of $12.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
633,059
shares
|
$27.5 Million
1.77% of portfolio
|
Q3 2022
Added 91.07%
|
|
|
Fmfe Wealth Management, LLC
Syracuse, NY |
Aug 13, 2024 Q2 2024 |
601,606
shares
|
$26.1 Million
21.95% of portfolio
|
Q2 2024
Added 1.11%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
592,462
shares
|
$25.7 Million
0.54% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
590,903
shares
|
$25.7 Million
0.27% of portfolio
|
Q2 2025
Reduced 5.14%
|
|
|
Premier Financial Group
Eureka, CA |
Aug 14, 2025 Q2 2025 |
589,956
shares
|
$25.6 Million
7.05% of portfolio
|
Q2 2025
New holding
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Jul 18, 2025 Q2 2025 |
589,224
shares
|
$25.6 Million
13.69% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Shanker Valleau Wealth Advisors, Inc.
|
Jul 08, 2025 Q2 2025 |
587,758
shares
|
$25.5 Million
7.49% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
573,774
shares
|
$24.9 Million
6.19% of portfolio
|
Q3 2023
Added 4.1%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
572,044
shares
|
$24.9 Million
3.18% of portfolio
|
Q2 2025
Reduced 2.51%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
549,843
shares
|
$23.9 Million
1.97% of portfolio
|
Q2 2025
Added 3.72%
|
|
|
Tfo Tdc, LLC
|
Aug 07, 2025 Q2 2025 |
549,037
shares
|
$23.9 Million
4.11% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Capital Performance Advisors LLP
|
Aug 04, 2025 Q2 2025 |
543,210
shares
|
$23.6 Million
4.56% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Aug 05, 2025 Q2 2025 |
535,481
shares
|
$23.3 Million
9.75% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
1900 Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
529,134
shares
|
$23 Million
1.83% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
|
Bayshore Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
508,436
shares
|
$22.1 Million
9.96% of portfolio
|
Q2 2025
Reduced 2.05%
|
|
|
American Investment Services, Inc.
|
Aug 13, 2025 Q2 2025 |
497,425
shares
|
$21.6 Million
5.65% of portfolio
|
Q2 2025
Reduced 41.53%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Aug 11, 2025 Q2 2025 |
484,180
shares
|
$21 Million
3.69% of portfolio
|
Q1 2025
Reduced 29.43%
|
|
|
Benningfield Financial Advisors, LLC
San Francisco, CA |
Aug 04, 2025 Q2 2025 |
480,296
shares
|
$20.9 Million
17.53% of portfolio
|
Q2 2025
Added 5.4%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Jul 30, 2025 Q2 2025 |
473,382
shares
|
$20.6 Million
5.48% of portfolio
|
Q2 2025
Added 4.9%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
472,193
shares
|
$20.5 Million
3.04% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
471,482
shares
|
$20.5 Million
0.02% of portfolio
|
Q2 2025
Added 3.5%
|
|
|
Investmark Advisory Group LLC
|
Aug 14, 2025 Q2 2025 |
470,529
shares
|
$20.4 Million
9.93% of portfolio
|
Q2 2025
Reduced 7.07%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
454,608
shares
|
$19.8 Million
5.68% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Baker Boyer National Bank
|
Jul 25, 2025 Q2 2025 |
454,213
shares
|
$19.7 Million
6.63% of portfolio
|
Q2 2025
Reduced 2.83%
|
|
|
Dopkins Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
453,430
shares
|
$19.7 Million
8.98% of portfolio
|
Q2 2025
Added 0.63%
|